I would like to export multiple reports to QB Desktop, is there a way to do this instead of pulline each one up individually?
@Sharon_1555, I'm not certain about Quickbooks desktop, but you can test it by selecting multiple rpeorts on the reports page and click export. Sorry I don't have a for sure answer for you, but if it works, that's how it would work.
I found it does work you just have to check the box at the fron and then you see that option to do multiple - Thanks
@Sharon_1555 That's awesome. That should save a bunch of time if you have a lot of reports.
Yes it is, but, unfortunately it put them all in quickbooks as credit card charges even though it is getting the transactions from a checking account, any insight about how to set that up differently?
@Sharon_1555 If I understand correctly, you are importing checking account transactions into Expensify, not credit card transactions? Is it a debit card that you are using?
I'm not sure I understand how you would set that up. Generally Expensify is used with a credit card.
@Sharon_1555, thanks for posting! Can you confirm what export option you have selected for non-reimbursable expenses, by navigating to your Admin tab > click on policy name > Connections > Configure > Export options?